Financial Planning and Analysis

• Collect and analyze trading data across various exchanges and asset classes.
• Structure, organize, and maintain collected data in a clear and consistent format.
• Perform reconciliations of financial trading data.
• Aggregate and process data from multiple sources using Python.
• Design, develop, and maintain automated workflows and integrations using no-code/low-code platforms (Make, n8n, Workato, or similar) to improve finance operations and reporting.
• Identify inefficiencies in existing processes and propose structured solutions to enhance automation and overall performance.
• Collaborate with Finance teams and cross-functional stakeholders.

Financial Analyst

• Reconcile bank transactions and match expenses with receipts/invoices
• Organize and prepare accounting documentation for the external accountant
• Support bookkeeping processes directly in DATEV when needed
• Ensure monthly financial records are complete and accurate
• Act as the main operational contact for the accounting firm
• Prepare and send client invoices based on internal reports
• Track incoming payments and maintain receivables overview
• Follow up on unpaid or overdue invoices
• Track supplier invoices and payment deadlines
• Prepare payment runs for founder approval
• Maintain organized records of outgoing payments and obligations
• Maintain financial tracking and cash flow overviews
• Prepare monthly financial summaries (revenue, costs, outstanding invoices, cash position)

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Financial Analyst

Finance & Admin Manager